Review Tracking

(Topic Last Updated On: 05/05/2010)

The Review Tracking menu item on the Counselor menu launches the Review Tracking screen, which is used to record review entries any time a review is completed for a patient, including Treatment Plan, Annual Physical and Case Note reviews. This screen corresponds to the Last Reviews report, which displays all entered reviews for each patient. Most facilities use this screen to track and maintain compliance with regulations pertaining to these types of reviews.

Field Descriptions

Review Date

This field is used for selecting the date a review was completed.

Tx Plan Reviewed

This field should be checked if the patient's Treatment Plan was reviewed.

Annual Reviewed

This field should be checked if the patient's Annual Physical evaluation was reviewed.

Case Notes Reviewed

The field should be checked if the patient's Case Notes were reviewed.

Grid Columns

Review Date

This column displays each review's 'Review Date'.

Tx Plan Reviewed

This column displays a checkmark for each review date on which 'Tx Plan Reviewed' was selected.

Annual Reviewed

This column displays a checkmark for each review date on which 'Annual Reviewed' was selected.

Case Notes Reviewed

This column displays a checkmark for each review date on which 'Case Notes Reviewed' was selected.

Reviewed By

This column displays the 'Employee ID' (User ID) of the user who entered each review date.

Procedures

How to Add a Review Date
1.) Click on New. 2.) Select the date the review was completed in the 'Review Date' field. 3.) Select what was reviewed in one or more of the 'Reviewed' fields. If the patient's treatment plan was reviewed, check the 'Tx Plan Reviewed' checkbox. If the patient's annual physical was reviewed, check the 'Annual Reviewed' checkbox. If the patient's case notes were reviewed, check the 'Case Notes Reviewed' checkbox. 4.) Click on Save.

How to Edit a Review Date
1.) Select the review date to be edited on the grid. 2.) Click on Edit. 3.) Make changes as needed to data in the detail section of the screen. 4.) Click on Save.

How to Delete a Review Date
1.) Select the review date to be deleted on the grid. 2.) Click on Delete. A 'Delete this Record?' application message will appear, confirming you want to delete the selected review date. 3.) Click on Yes to delete the review date or No to cancel.

Considerations

Review Dates are Not Inserted Automatically on this Screen

At this time, there is no functionality in the system that will automatically insert review entries on this screen. Review dates appearing on this screen must be entered by users.